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LCTU vs SCHX: Differences, Returns & Fees

LCTU and SCHX hold 66% of their weight in the same names, and SCHX returned +16.6% over the year. Net assets: $1.2bn on Oct 9, 2026 for iShares U.S. Carbon Transition Readiness Aware Active ETF, and $72.6bn on May 31, 2026 for Schwab U.S. Large-Cap ETF.

SCHX costs 0.12 points a year less; their one-year returns differ by 1.3 points; SCHX is far larger, $52.6bn against $1.2bn.

LCTU vs SCHX: Differences, Returns & Fees
LCTUSCHX
Expense ratio0.15%0.03%
Net assets, as of Feb 28, 2025$1.2bn$52.6bn
Total return, 1 year+15.3%+16.6%
What it tracksNo index, actively managedDow Jones U.S. Large-Cap Total Stock Market Index
Holdings in common66%
Top ten holdings, share of the fund35.2%37.3%

Holdings in common uses holdings dated May 31, 2026 and Oct 9, 2026.

+15.3%
LCTU total return, 1 year
+16.6%
SCHX total return, 1 year
0.15%
LCTU expense ratio
0.03%
SCHX expense ratio

What they hold in common

By the books each fund has filed, LCTU and SCHX hold 66% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Oct 9, 2026.

half

66% in common

Positions both hold, largest shared weight first
Holding LCTU SCHX
NVIDIA 7.91% 7.50%
APPLE 7.14% 6.69%
MICROSOFT 5.12% 4.88%
AMAZON.COM INC 3.18% 3.87%
ALPHABET CLASS A 2.48% 3.23%
BROADCOM INC 2.05% 3.10%
META PLATFORMS CLASS A 2.30% 2.02%
ALPHABET CLASS C 1.90% 2.57%
MICRON TECHNOLOGY 1.60% 1.60%
TESLA INC 1.49% 1.79%
ELI LILLY 1.33% 1.28%
ADVANCED MICRO DEVICES 1.55% 1.23%
Only in LCTU
PROLOGIS REIT 1.05%
APPLIED MATERIAL INC 0.65%
GE AEROSPACE 0.62%
EXXONMOBIL HOLDINGS CORP 0.56%
BAKER HUGHES CLASS A 0.36%
KKR AND CO INC 0.35%
SANDISK 0.31%
CRH PUBLIC LIMITED PLC 0.30%
Only in SCHX
Exxon Mobil Corp 0.89%
Applied Materials Inc 0.52%
General Electric Co 0.50%
Procter & Gamble Co/The 0.49%
Texas Instruments Inc 0.41%
Philip Morris International Inc 0.40%
Linde PLC 0.34%
McDonald's Corp 0.29%

Check overlap with more funds →

On the same fields

LCTU
iShares U.S. Carbon Transition Readiness Aware Active ETF
SCHX
Schwab U.S. Large-Cap ETF
Where it sits Stock ETF Stock ETF
Issuer iShares Schwab
What it is Actively managed Tracks an index of U.S. Large-Cap
Total return, 1 year +15.3% +16.6%
Its benchmark over the same days +16.6% (IWB) not published
Gap to its benchmark −1.4 pts vs IWB not available
Expense ratio 0.15% 0.03%
Already in the S&P 500 93.4% 94.5%
Holdings 322 748
Net assets, LCTU as of Oct 9, 2026 and SCHX as of May 31, 2026 $1.2bn $72.6bn

LCTU and SCHX on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About LCTU

LCTU is actively managed and tracks no index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 322 positions, with the top ten at 35.2%.

Over the year to Oct 9, 2026 it returned +15.3% with distributions reinvested, against +16.6% for its benchmark, the Russell 1000 Index.

About SCHX

SCHX tracks an index of U.S. Large-Cap. Over the year to Oct 9, 2026 it returned +16.6% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 748 positions, with the top ten at 37.3%.

Questions people ask

Which returned more over the last year, LCTU or SCHX?
In the year to Oct 9, 2026, with distributions reinvested, LCTU returned +15.3% and SCHX +16.6%.
Which is cheaper, LCTU or SCHX?
SCHX is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do LCTU and SCHX overlap with the S&P 500?
By their latest filed holdings, 93% of LCTU and 94% of SCHX by weight is stocks the S&P 500 already holds.
Other comparisons
LCTU vs VVLCTU vs VIGLCTU vs SCHBLCTU vs SPYMSCHX vs SUSLAVLC vs SCHXSCHX vs STXFSCHX vs TDVG
LCTU on its own →SCHX on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
LCTU filings on SEC EDGAR ↗LCTU prospectus with the expense ratio (SEC) ↗iShares page for LCTU ↗SCHX filings on SEC EDGAR ↗SCHX prospectus with the expense ratio (SEC) ↗Schwab website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, LCTU against SCHX, data as of Oct 9, 2026. https://etfiq.com/compare/any/lctu-vs-schx

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.